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how-to-choose-a-chart.md

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How to choose a chart

Before describing how to choose a chart first consider why we should use a chart at all. Charts employ our visual and spacial reasoning skills developed over a millennia to quickly isolate, synthesize, and then evaluate the environment around us. Charts therefore afford the viewer a tool to quickly understand data visually. Gary Klass describes the goal of charts this way:

A graphical chart provides a visual display of data that otherwise would be presented in a table; a table, one that would otherwise be presented in text. Ideally, a chart should convey ideas about the data that would not be readily apparent if they were displayed in a table or as text. -- Gary Klass

As Klass points out, charts are not about displaying data, they are about conveying ideas through data. Successful charts are succinct self-explanatory visual systems which answers a question about the comparison, composition, distribution or interrelationship of the data they present. What follows is a collection of charts divided among the kinds of questions they are well-suited to answer.

Comparison - When comparing and contrasting the difference in data over an interval period or between member of a group, a comparison chart is a fine choice. As with all charting choices restraint should be applied here too. For example if you are comparing year to date totals of your sales force, a sortable table can take up less visual space and be more useful than a multi-series bar chart.

Comparison charts work best when visual scale of data values are hard to understand textually. Revisiting our previous example, imagine one salesperson has noticeably outperformed their peers. This difference may only add a couple of zeros to a table column, which may be hard to appreciate by just casually scanning the document. However when the totals are mapped visually the comparison can be quite expressive.

Comparison charts also work well when showing the change in values over time. This is why line charts are commonly used to show the ebb and flow of a company's stock price. The following charts work well when the comparison of data values is the goal:

Column chart d4 elsewhere
Bar chart d4 elsewhere
Table d4 elsewhere
Radar chart d4 elsewhere
Line chart d4 elsewhere
Bullet chart d4 elsewhere
Small multiples d4 elsewhere
Heatmap chart d4 elsewhere

Composition - When the story behind your data includes the cumulative total of the various series along with the series themselves a composition chart may be the right choice. Composition charts allow you to isolate individual series but visually link them to a larger whole. The following charts works well for answering questions about composition:

Stacked column d4 elsewhere
Stacked area chart d4 elsewhere
Waterfall chart d4 elsewhere
Donut chart d4 elsewhere

Distribution - Distribution charts are used when the question you want to answer relates to how data is spread out across a field of values or when you want to show a correlation between two variables.

Column histogram d4 elsewhere
Line Histogram d4 elsewhere
Scatter plot d4 elsewhere

Relationship - When answering a question about the relationship between values, be it hierarchy, or similarity you are trying to explain the relationship. Relationship charts are good for displaying large numbers of data points without being constrained by a time axis. Relationship charts are good at highlighting similarities between data values rather than difference. Relationship charts are also often used when displaying large numbers of values which may differ by orders of magnitude.

Scatter plot d4 elsewhere
Sunburst chart d4 elsewhere
Treemaps d4 elsewhere
Bubble chart d4 elsewhere

If you are struggling to determine what chart to use this pdf document as a method to kick start a thought experiment.

Features of a D3 chart

Part of D3's flexibility is because it aims to be a grammar for creating data driven visuals; therefore charts are merely a subset of D3's total vocabulary. D3

Data symbols - A chart is a graphical representation of data. The data is described through the use of visual symbols. In some cases they can be geometric shapes like circles, or rectangles, and at other times they can be lines, which connect to points.

Borders - Borders visually separate the chart from the surrounding interface and should only be used if this separation would be unclear to the viewer.

Grid lines: - Are used as visual connectors to link visually separated elements together. Grid lines should be as light as possible, ideally the viewer should only become aware of them if they are looking for them.

Scales - Scales define the minimum and maximum values for a given dimension dataset. Typically scales are divided into regular increments along the axes.

Axes - The axes represents numerical coordinates across a plane. In charts the axes are unique markers of the cartesian coordinate system, and allow the viewer to correlate the position and size of data symbols within the chart field to specific values along the axes.

Text - Text values in D3 charts are typically used to annotate data symbols, or axis units. Text elements can also be used to give a fuller context to the chart when applied to titles, or footnotes. However, text should be minimized because charts are meant express information quickly and visually. The overuse of text should suggest to the designer that their chart is not as expressive as it could be. The most common uses of text in D3 charts are:

Title - Depending on your audience titles can either persuade the viewer towards a particular conclusion or simply describe the data series.

Axis titles - Axis titles should only be used if they provide important information what would not otherwise be ascertained by reading the title or axis labels.

Data Labels - These labels annotate data symbols with information which would otherwise be hard to visually correlate quickly. That said, data labels can add visual noise to the interface when overused and should only be employed if they enhance the readability of the chart.

Legends - Legends describe the various series in a multi-series chart. Therefore they should only be used when displaying more than one data series.

Annotations - Annotations are notes, source references, or other textual caveats that help explain an aspect of the chart that cannot be represented visually.

Transitions (TODO)

Layouts (TODO)

Data - D3 accepts data in a variety of formats, which can frame the kind of chart that is chosen.

An array of numbers:

var numbers = [4, 5, 18, 23, 42];

Or an array of objects:

var letters = [
  {name: "A", frequency: 0.08167},
  {name: "B", frequency: 0.01492},
  {name: "C", frequency: 0.02780},
  {name: "D", frequency: 0.04253},
  {name: "E", frequency: 0.12702}
];

Even an array of arrays:

var matrix = [
  [ 0,  1,  2,  3],
  [ 4,  5,  6,  7],
  [ 8,  9, 10, 11],
  [12, 13, 14, 15]
];

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